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ZIP Code Database - Facts & Stats

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ZIP Code 37087 Income Tax Stats

IRS Tax Statistics by ZIP Code -- Statistics of Income: 2017

ZIP Code 37087 Data

Zip Code:37087
City:Lebanon
State:TN [Tennessee]
Counties: WILSON, TN
City Alias(es):Lebanon
Area Code:615
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


37087 Income Tax Overview

Total Number of Tax Returns for ZIP Code 37087 [1] 21,920
Total Number of Single Tax Returns for ZIP Code 37087 8,280
Total Number of Joint Tax Returns for ZIP Code 37087 8,900
Total Number of Dependents for ZIP Code 37087 14,110
Total Adjusted Gross Income for ZIP Code 37087 $1,425,129,000
Average Income per Person for ZIP Code 37087 $34,648
Average Income per Household for ZIP Code 37087 $65,015

The following tables break down the 2017 Income Tax Statistics into different Gross Income levels.


Adjusted Gross Income: 1 under $25,000

Number of returns 7,570
Number of single returns 5,370
Number of joint returns 840
Number of head of household returns 1,210
Number of returns with paid preparer's signature 3,480
Number of exemptions 9,960
Number of dependents 3,130
Total number of volunteer prepared returns [5] 220
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
Number of tax counseling for the elderly (TCE) prepared returns [3] 190
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 1,380
Number of elderly returns [4] 1,390
Adjust gross income (AGI) [5] $93,725,000
Number of returns with total income 7,570
Salaries and wages amount $95,120,000
Number of returns with salaries and wages 6,130
Salaries and wages amount $74,708
Number of returns with taxable interest 1,000
Taxable interest amount $615
Number of returns with ordinary dividends 580
Ordinary dividends amount $832,000
Number of returns with qualified dividends 530
Qualified dividends amount [6] $585
Number of returns with state and local income tax refunds 0
State and local income tax refunds amount $0
Number of returns with business or professional net income (less loss) 1,050
Business or professional net income (less loss) amount $7,287,000
Number of returns with net capital gain (less loss) 410
Net capital gain (less loss) amount $524,000
Number of returns with taxable individual retirement arrangements distributions 360
Taxable individual retirement arrangements distributions amount $2,292,000
Number of returns with taxable pensions and annuities 890
Taxable pensions and annuities amount $7,786,000
Number of farm returns 70
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $227,000
Number of returns with taxable Social Security benefits 360
Taxable Social Security benefits amount $699,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount ($70,000)
Number of returns with total statutory adjustments 1,140
Total statutory adjustments amount $1,395,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $322,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 200
Student loan interest deduction amount $158,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $80,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 330
Total itemized deductions amount $5,187,000
Amount of AGI for itemized returns $4,907,000
Number of returns with State and local income taxes 0
State and local income taxes amount $0
Number of returns with State and local general sales tax 250
State and local general sales tax amount $259,000
Number of returns with real estate taxes 240
Real estate taxes amount $518,000
Number of returns with taxes paid 320
Taxes paid amount $829,000
Number of returns with mortgage interest paid 160
Mortgage interest paid amount $988,000
Number of returns with contributions 200
Contributions amount $516,000
Number of returns with taxable income 3,430
Taxable income amount $20,393,000
Number of returns with income tax before credits 3,390
Income tax before credits amount $2,169,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 800
Total tax credits amount $269,000
Number of returns with foreign tax credit 20
Foreign tax credit amount $0
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $23,000
Number of returns with nonrefundable education credit 180
Nonrefundable education credit amount $111,000
Number of returns with retirement savings contribution credit 320
Retirement savings contribution credit amount $48,000
Number of returns with child tax credit 260
Child tax credit amount $83,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 900
Self-employment tax amount $1,233,000
Number of returns with total tax payments 6,930
Total tax payments amount $15,572,000
Number of returns with earned income credit 2,550
Earned income credit amount [8] $6,385,000
Number of returns with excess earned income credit 2,270
Excess earned income credit (refundable) amount [9] $5,699,000
Number of returns with additional child tax credit 1,550
Additional child tax credit amount $1,823,000
Number of returns with refundable education credit 240
Refundable education credit amount $202,000
Number of returns with income tax 2,890
Income tax amount [10] $1,900,000
Number of returns with tax liability 3,670
Total tax liability amount [11] $3,275,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 660
Tax due at time of filing amount [12] $593,000
Number of returns with overpayments refunded 6,510
Overpayments refunded amount [13] $12,828,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $27,000

Adjusted Gross Income: $25,000 under $50,000

Number of returns 5,520
Number of single returns 2,700
Number of joint returns 1,450
Number of head of household returns 1,160
Number of returns with paid preparer's signature 2,600
Number of exemptions 10,570
Number of dependents 3,640
Total number of volunteer prepared returns [5] 110
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 110
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 1,160
Number of elderly returns [4] 1,090
Adjust gross income (AGI) [5] $199,602,000
Number of returns with total income 5,520
Salaries and wages amount $201,774,000
Number of returns with salaries and wages 4,890
Salaries and wages amount $167,897
Number of returns with taxable interest 930
Taxable interest amount $663
Number of returns with ordinary dividends 540
Ordinary dividends amount $1,216,000
Number of returns with qualified dividends 490
Qualified dividends amount [6] $769
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $38
Number of returns with business or professional net income (less loss) 630
Business or professional net income (less loss) amount $6,708,000
Number of returns with net capital gain (less loss) 390
Net capital gain (less loss) amount $966,000
Number of returns with taxable individual retirement arrangements distributions 380
Taxable individual retirement arrangements distributions amount $3,834,000
Number of returns with taxable pensions and annuities 860
Taxable pensions and annuities amount $13,058,000
Number of farm returns 70
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $199,000
Number of returns with taxable Social Security benefits 870
Taxable Social Security benefits amount $6,039,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $1,103,000
Number of returns with total statutory adjustments 1,090
Total statutory adjustments amount $2,172,000
Number of returns with educator expenses 90
Educator expenses amount $22,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 100
Self-employment health insurance deduction amount $494,000
Number of returns with IRA payments 70
IRA payments amount $255,000
Number of returns with student loan interest deduction 460
Student loan interest deduction amount $471,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $75,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 720
Total itemized deductions amount $11,558,000
Amount of AGI for itemized returns $27,939,000
Number of returns with State and local income taxes 30
State and local income taxes amount $52,000
Number of returns with State and local general sales tax 530
State and local general sales tax amount $736,000
Number of returns with real estate taxes 570
Real estate taxes amount $1,067,000
Number of returns with taxes paid 680
Taxes paid amount $1,883,000
Number of returns with mortgage interest paid 500
Mortgage interest paid amount $3,268,000
Number of returns with contributions 500
Contributions amount $2,057,000
Number of returns with taxable income 5,330
Taxable income amount $103,750,000
Number of returns with income tax before credits 5,310
Income tax before credits amount $12,761,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 2,180
Total tax credits amount $1,889,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 290
Child and dependent care credit amount $173,000
Number of returns with nonrefundable education credit 230
Nonrefundable education credit amount $243,000
Number of returns with retirement savings contribution credit 870
Retirement savings contribution credit amount $143,000
Number of returns with child tax credit 1,380
Child tax credit amount $1,312,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 490
Self-employment tax amount $1,289,000
Number of returns with total tax payments 5,390
Total tax payments amount $24,225,000
Number of returns with earned income credit 1,360
Earned income credit amount [8] $2,826,000
Number of returns with excess earned income credit 1,120
Excess earned income credit (refundable) amount [9] $2,347,000
Number of returns with additional child tax credit 1,020
Additional child tax credit amount $1,485,000
Number of returns with refundable education credit 160
Refundable education credit amount $140,000
Number of returns with income tax 4,360
Income tax amount [10] $10,872,000
Number of returns with tax liability 4,620
Total tax liability amount [11] $12,432,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 700
Tax due at time of filing amount [12] $1,237,000
Number of returns with overpayments refunded 4,770
Overpayments refunded amount [13] $12,874,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $63,000

Adjusted Gross Income: $50,000 under $75,000

Number of returns 2,990
Number of single returns 990
Number of joint returns 1,610
Number of head of household returns 310
Number of returns with paid preparer's signature 1,590
Number of exemptions 6,710
Number of dependents 2,110
Total number of volunteer prepared returns [5] 30
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 460
Number of elderly returns [4] 730
Adjust gross income (AGI) [5] $183,723,000
Number of returns with total income 2,990
Salaries and wages amount $186,033,000
Number of returns with salaries and wages 2,640
Salaries and wages amount $146,731
Number of returns with taxable interest 890
Taxable interest amount $680
Number of returns with ordinary dividends 500
Ordinary dividends amount $1,413,000
Number of returns with qualified dividends 470
Qualified dividends amount [6] $1,015
Number of returns with state and local income tax refunds 0
State and local income tax refunds amount $0
Number of returns with business or professional net income (less loss) 510
Business or professional net income (less loss) amount $5,945,000
Number of returns with net capital gain (less loss) 400
Net capital gain (less loss) amount $2,137,000
Number of returns with taxable individual retirement arrangements distributions 350
Taxable individual retirement arrangements distributions amount $5,082,000
Number of returns with taxable pensions and annuities 630
Taxable pensions and annuities amount $12,204,000
Number of farm returns 60
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $158,000
Number of returns with taxable Social Security benefits 610
Taxable Social Security benefits amount $9,501,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $1,172,000
Number of returns with total statutory adjustments 890
Total statutory adjustments amount $2,310,000
Number of returns with educator expenses 90
Educator expenses amount $22,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $490,000
Number of returns with IRA payments 70
IRA payments amount $341,000
Number of returns with student loan interest deduction 400
Student loan interest deduction amount $447,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $76,000
Number of returns with itemized deductions 900
Total itemized deductions amount $15,683,000
Amount of AGI for itemized returns $55,843,000
Number of returns with State and local income taxes 40
State and local income taxes amount $95,000
Number of returns with State and local general sales tax 660
State and local general sales tax amount $1,230,000
Number of returns with real estate taxes 770
Real estate taxes amount $1,523,000
Number of returns with taxes paid 880
Taxes paid amount $2,896,000
Number of returns with mortgage interest paid 690
Mortgage interest paid amount $4,919,000
Number of returns with contributions 660
Contributions amount $2,745,000
Number of returns with taxable income 2,980
Taxable income amount $119,089,000
Number of returns with income tax before credits 2,980
Income tax before credits amount $16,448,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,250
Total tax credits amount $1,862,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 200
Child and dependent care credit amount $116,000
Number of returns with nonrefundable education credit 200
Nonrefundable education credit amount $247,000
Number of returns with retirement savings contribution credit 250
Retirement savings contribution credit amount $40,000
Number of returns with child tax credit 920
Child tax credit amount $1,420,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $17,000
Number of returns with self-employment tax 390
Self-employment tax amount $1,136,000
Number of returns with total tax payments 2,930
Total tax payments amount $20,586,000
Number of returns with earned income credit 20
Earned income credit amount [8] $8,000
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 140
Additional child tax credit amount $173,000
Number of returns with refundable education credit 140
Refundable education credit amount $130,000
Number of returns with income tax 2,840
Income tax amount [10] $14,586,000
Number of returns with tax liability 2,900
Total tax liability amount [11] $15,911,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 670
Tax due at time of filing amount [12] $1,758,000
Number of returns with overpayments refunded 2,280
Overpayments refunded amount [13] $6,298,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $84,000

Adjusted Gross Income: $75,000 under $100,000

Number of returns 2,200
Number of single returns 310
Number of joint returns 1,760
Number of head of household returns 110
Number of returns with paid preparer's signature 1,210
Number of exemptions 5,860
Number of dependents 1,900
Total number of volunteer prepared returns [5] 30
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 250
Number of elderly returns [4] 570
Adjust gross income (AGI) [5] $191,550,000
Number of returns with total income 2,200
Salaries and wages amount $193,584,000
Number of returns with salaries and wages 1,980
Salaries and wages amount $152,638
Number of returns with taxable interest 840
Taxable interest amount $708
Number of returns with ordinary dividends 480
Ordinary dividends amount $1,465,000
Number of returns with qualified dividends 460
Qualified dividends amount [6] $1,081
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $38
Number of returns with business or professional net income (less loss) 460
Business or professional net income (less loss) amount $5,909,000
Number of returns with net capital gain (less loss) 350
Net capital gain (less loss) amount $2,037,000
Number of returns with taxable individual retirement arrangements distributions 290
Taxable individual retirement arrangements distributions amount $5,122,000
Number of returns with taxable pensions and annuities 550
Taxable pensions and annuities amount $14,174,000
Number of farm returns 80
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $123,000
Number of returns with taxable Social Security benefits 450
Taxable Social Security benefits amount $9,372,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $1,089,000
Number of returns with total statutory adjustments 790
Total statutory adjustments amount $2,034,000
Number of returns with educator expenses 120
Educator expenses amount $33,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $362,000
Number of returns with IRA payments 50
IRA payments amount $184,000
Number of returns with student loan interest deduction 340
Student loan interest deduction amount $388,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 870
Total itemized deductions amount $16,719,000
Amount of AGI for itemized returns $76,217,000
Number of returns with State and local income taxes 50
State and local income taxes amount $183,000
Number of returns with State and local general sales tax 680
State and local general sales tax amount $1,484,000
Number of returns with real estate taxes 810
Real estate taxes amount $1,801,000
Number of returns with taxes paid 860
Taxes paid amount $3,541,000
Number of returns with mortgage interest paid 740
Mortgage interest paid amount $5,965,000
Number of returns with contributions 710
Contributions amount $3,644,000
Number of returns with taxable income 2,200
Taxable income amount $134,843,000
Number of returns with income tax before credits 2,200
Income tax before credits amount $19,223,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,050
Total tax credits amount $1,893,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $10,000
Number of returns with child and dependent care credit 300
Child and dependent care credit amount $184,000
Number of returns with nonrefundable education credit 200
Nonrefundable education credit amount $248,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 830
Child tax credit amount $1,385,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $11,000
Number of returns with self-employment tax 350
Self-employment tax amount $1,189,000
Number of returns with total tax payments 2,180
Total tax payments amount $22,341,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 20
Additional child tax credit amount $27,000
Number of returns with refundable education credit 130
Refundable education credit amount $110,000
Number of returns with income tax 2,180
Income tax amount [10] $17,330,000
Number of returns with tax liability 2,180
Total tax liability amount [11] $18,700,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 560
Tax due at time of filing amount [12] $1,867,000
Number of returns with overpayments refunded 1,610
Overpayments refunded amount [13] $5,300,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $140,000

Adjusted Gross Income: $100,000 under $200,000

Number of returns 2,870
Number of single returns 210
Number of joint returns 2,550
Number of head of household returns 90
Number of returns with paid preparer's signature 1,610
Number of exemptions 8,040
Number of dependents 2,620
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 210
Number of elderly returns [4] 770
Adjust gross income (AGI) [5] $382,561,000
Number of returns with total income 2,870
Salaries and wages amount $387,808,000
Number of returns with salaries and wages 2,610
Salaries and wages amount $297,686
Number of returns with taxable interest 1,410
Taxable interest amount $1,864
Number of returns with ordinary dividends 930
Ordinary dividends amount $4,774,000
Number of returns with qualified dividends 890
Qualified dividends amount [6] $3,685
Number of returns with state and local income tax refunds 90
State and local income tax refunds amount $84
Number of returns with business or professional net income (less loss) 650
Business or professional net income (less loss) amount $16,909,000
Number of returns with net capital gain (less loss) 770
Net capital gain (less loss) amount $8,999,000
Number of returns with taxable individual retirement arrangements distributions 430
Taxable individual retirement arrangements distributions amount $11,263,000
Number of returns with taxable pensions and annuities 730
Taxable pensions and annuities amount $23,405,000
Number of farm returns 110
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $163,000
Number of returns with taxable Social Security benefits 530
Taxable Social Security benefits amount $13,138,000
Number of returns with partnership/S-corp net income (less loss) 290
Partnership/S-corp net income (less loss) amount $8,033,000
Number of returns with total statutory adjustments 1,210
Total statutory adjustments amount $5,247,000
Number of returns with educator expenses 170
Educator expenses amount $46,000
Number of returns with self-employment retirement plans 60
Self-employment retirement plans amount $891,000
Number of returns with self-employment health insurance deduction 150
Self-employment health insurance deduction amount $1,114,000
Number of returns with IRA payments 100
IRA payments amount $637,000
Number of returns with student loan interest deduction 420
Student loan interest deduction amount $457,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $91,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,660
Total itemized deductions amount $39,131,000
Amount of AGI for itemized returns $227,732,000
Number of returns with State and local income taxes 130
State and local income taxes amount $722,000
Number of returns with State and local general sales tax 1,310
State and local general sales tax amount $3,927,000
Number of returns with real estate taxes 1,590
Real estate taxes amount $4,455,000
Number of returns with taxes paid 1,660
Taxes paid amount $9,262,000
Number of returns with mortgage interest paid 1,460
Mortgage interest paid amount $13,585,000
Number of returns with contributions 1,430
Contributions amount $10,132,000
Number of returns with taxable income 2,870
Taxable income amount $295,684,000
Number of returns with income tax before credits 2,870
Income tax before credits amount $50,102,000
Number of returns with alternative minimum tax 30
Alternative minimum tax amount $67,000
Number of returns with total tax credits 1,210
Total tax credits amount $1,637,000
Number of returns with foreign tax credit 240
Foreign tax credit amount $29,000
Number of returns with child and dependent care credit 350
Child and dependent care credit amount $220,000
Number of returns with nonrefundable education credit 220
Nonrefundable education credit amount $281,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 730
Child tax credit amount $1,013,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $33,000
Number of returns with self-employment tax 550
Self-employment tax amount $2,935,000
Number of returns with total tax payments 2,840
Total tax payments amount $53,377,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 190
Refundable education credit amount $163,000
Number of returns with income tax 2,860
Income tax amount [10] $48,465,000
Number of returns with tax liability 2,870
Total tax liability amount [11] $51,776,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,060
Tax due at time of filing amount [12] $5,805,000
Number of returns with overpayments refunded 1,750
Overpayments refunded amount [13] $6,905,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $419,000

Adjusted Gross Income: $200,000 or more

Number of returns 770
Number of single returns 70
Number of joint returns 690
Number of head of household returns 0
Number of returns with paid preparer's signature 610
Number of exemptions 2,170
Number of dependents 710
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 0
Number of elderly returns [4] 260
Adjust gross income (AGI) [5] $373,968,000
Number of returns with total income 770
Salaries and wages amount $383,660,000
Number of returns with salaries and wages 630
Salaries and wages amount $161,111
Number of returns with taxable interest 600
Taxable interest amount $2,940
Number of returns with ordinary dividends 440
Ordinary dividends amount $7,709,000
Number of returns with qualified dividends 420
Qualified dividends amount [6] $6,078
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $102
Number of returns with business or professional net income (less loss) 260
Business or professional net income (less loss) amount $37,171,000
Number of returns with net capital gain (less loss) 420
Net capital gain (less loss) amount $48,169,000
Number of returns with taxable individual retirement arrangements distributions 130
Taxable individual retirement arrangements distributions amount $5,756,000
Number of returns with taxable pensions and annuities 170
Taxable pensions and annuities amount $8,440,000
Number of farm returns 70
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 150
Taxable Social Security benefits amount $3,947,000
Number of returns with partnership/S-corp net income (less loss) 300
Partnership/S-corp net income (less loss) amount $67,316,000
Number of returns with total statutory adjustments 360
Total statutory adjustments amount $9,692,000
Number of returns with educator expenses 20
Educator expenses amount $5,000
Number of returns with self-employment retirement plans 90
Self-employment retirement plans amount $2,469,000
Number of returns with self-employment health insurance deduction 150
Self-employment health insurance deduction amount $1,845,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 40
Domestic production activities deduction amount $2,326,000
Number of returns with itemized deductions 630
Total itemized deductions amount $26,107,000
Amount of AGI for itemized returns $307,838,000
Number of returns with State and local income taxes 90
State and local income taxes amount $1,389,000
Number of returns with State and local general sales tax 510
State and local general sales tax amount $2,623,000
Number of returns with real estate taxes 600
Real estate taxes amount $2,790,000
Number of returns with taxes paid 630
Taxes paid amount $6,846,000
Number of returns with mortgage interest paid 500
Mortgage interest paid amount $6,095,000
Number of returns with contributions 580
Contributions amount $11,904,000
Number of returns with taxable income 770
Taxable income amount $339,940,000
Number of returns with income tax before credits 770
Income tax before credits amount $88,998,000
Number of returns with alternative minimum tax 150
Alternative minimum tax amount $676,000
Number of returns with total tax credits 220
Total tax credits amount $283,000
Number of returns with foreign tax credit 140
Foreign tax credit amount $99,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $33,000
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 280
Self-employment tax amount $4,210,000
Number of returns with total tax payments 760
Total tax payments amount $79,724,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 0
Refundable education credit amount $0
Number of returns with income tax 770
Income tax amount [10] $88,715,000
Number of returns with tax liability 770
Total tax liability amount [11] $95,409,000
Number of returns with net investment income tax 390
Net investment income tax $1,589,000
Number of returns with tax due at time of filing 440
Tax due at time of filing amount [12] $13,843,000
Number of returns with overpayments refunded 260
Overpayments refunded amount [13] $3,333,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $4,526,000

[1] The use of prior-year returns as a proxy for returns that are filed beyond the current processing year is consistent with SOI’s national, state, county, and ZIP code tabulations. A description of SOI’s sample, which is used as an input for the geographic data, and the use of prior-year returns, can be found at https://www.irs.gov/statistics/soi-tax-stats-individual-income-tax-returns-publication-1304-complete-report#_sec2.

[2] For complete individual income tax tabulations at the State level, see the historic table posted to Tax Stats at http://www.irs.gov/uac/SOI-Tax-Stats---Historic-Table-2.

[3] The "Number of volunteer prepared returns" shows counts of returns prepared by IRS-certified volunteers for taxpayers with limited income, persons with disabilities, limited English speaking taxpayers, current and former members of the military, and taxpayers who are 60 years of age and older.

[4] Includes primary taxpayers 60 years of age and older.

[5] Does not include returns with adjusted gross deficit.

[6] “Qualified dividends” are ordinary dividends received in tax years beginning after 2002 that meet certain conditions and receive preferential tax rates.

[7] Includes the Alaskan permanent fund, reported by residents of Alaska on Forms 1040A and 1040EZ's. 
This fund only applies to statistics in the totals, and the state of Alaska.

[8] Earned income credit includes both the refundable and non-refundable portions. The non-refundable portion could reduce income tax and certain related taxes to zero. The earned income credit amounts in excess of total tax liability, or amounts when there was no tax liability at all, were refundable. See footnote 9 below for explanation of the refundable portion of the earned income credit.

[9] The refundable portion of the earned income credit equals total income tax minus the earned income credit. If the result is negative, this amount is considered the refundable portion. No other refundable credits were taken into account for this calculation.

[10] Income tax reflects the amount reported on Form 1040 line 56. It also includes data from Form 1040A and 1040EZ filers.

[11] “Total tax liability” differs from “Income tax”, in that “Total tax liability” includes the taxes from recapture of certain prior-year credits, tax applicable to individual retirement arrangements (IRA's), social security taxes on self-employment income and on certain tip income, advanced earned income payments, household employment taxes, and certain other taxes listed in the Form 1040 instructions.

[12] Reflects payments to or withholdings made to "Total tax liability". This is the amount the tax filer owes when the income tax return is filed.

[13] The amount of overpayments the tax filer requested to have refunded.